There's another way to look at this. People keep analyzing this as if it were the mobile phone market share that matters. Maybe not. Maybe it's the location service that matters.

If it can be claimed that Google's location services have a monopoly on mobile devices -- when you look at their sum total market share across mobile platforms (Android, iPhone, etc) -- then Google may have antitrust problems tying their location service to Android. I'm not claiming they have a monopoly; merely positing that the possiblity exists.

If that's the case, then Skyhook may be able to extract a HUGE settlement with Google, and set Google up for regulation under a DOJ consent decree (like Microsoft).

Even if this isn't the case _today_, it will happen, sooner or later. We're going to see substantial consolidation in the mobile phone market among services like location, identity, etc. This seems like the likely path of antitrust enforcement, as well.